Financial Services Specialist

Kforce Inc.

Alexandria, VA

JOB DETAILS
SALARY
$20–$25
SKILLS
Banking Services, Credit Cards, Credit Union, Cross-Selling, Customer Experience, Customer Relations, Customer Support/Service, Develop and Maintain Customers, Financial Analysis, Financial Planning, Financial Services, Financial Transactions, Legal, Loan Processing, Needs Assessment, Organizational Skills, Regulations, Resolve Customer Issues, Retirement Planning, Sales Management, Short Messaging Service (SMS), Training Program, Training/Teaching, Wealth Management
LOCATION
Alexandria, VA
POSTED
13 days ago
Kforce has a client that is seeking a Financial Services Representative in Alexandria, VA. Key Responsibilities:
  • Provide personalized financial advice and solutions to clients, including investment options, retirement planning, and wealth management
  • Assist clients with banking transactions, account management, and resolving inquiries
  • Conduct financial needs assessments to identify opportunities for cross-selling bank products and services
  • Maintain up-to-date knowledge of financial products, services, and regulations to provide accurate information to clients
  • Process loan applications, credit card applications, and other financial products
  • Ensure compliance with all banking regulations and internal policies
  • Build and maintain strong client relationships through regular communication and follow-up
  • Assist with branch operations, including opening and closing procedures, and maintaining a secure and organized work environment
  • Participate in training and development programs to enhance financial knowledge and skills
  • Collaborate with team members to achieve branch goals and provide a positive customer experience

Requirements:

  • 5+ years of banking experience
  • Must have some credit union experience
  • System - Symitar and/or Meridian Link
  • Banking cross-selling experience
  • Candidate must be flexible location wise as they are working to open up a location in DC in addition to the ones they already have in MD and VA

The pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less than this range. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. This range may be modified in the future.

We offer comprehensive benefits including medical/dental/vision insurance, HSA, FSA, 401(k), and life, disability & ADD insurance to eligible employees. Salaried personnel receive paid time off. Hourly employees are not eligible for paid time off unless required by law. Hourly employees on a Service Contract Act project are eligible for paid sick leave.

Note: Pay is not considered compensation until it is earned, vested and determinable. The amount and availability of any compensation remains in Kforce's sole discretion unless and until paid and may be modified in its discretion consistent with the law.

This job is not eligible for bonuses, incentives or commissions.

Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.

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About the Company

K

Kforce Inc.

Kforce is a solutions firm specializing in technology, finance and accounting, and professional staffing services. Our KNOWLEDGEforce® empowers top companies to achieve their digital transformation goals. We curate teams of technical experts who deliver solutions custom-tailored to each client’s needs. These scalable, flexible outcomes are shaped by deep market knowledge, thought leadership and our multi-industry expertise.

 

Our integrated approach is rooted in 60 years of proven success deploying highly skilled professionals on a temporary and direct-hire basis. Each year, approximately 18,000 talented experts work with the Fortune 500 and other leading companies. Together, we deliver Great Results Through Strategic Partnership and Knowledge Sharing®.

COMPANY SIZE
1,000 to 1,499 employees
INDUSTRY
Financial Services
FOUNDED
1962
WEBSITE
http://www.kforce.com/